What to Know When Approaching the RIA Market

June 11, 2014

Your RIA strategy should answer critical questions and address servicing requirements

The RIA market is often an initial target area for mutual fund or ETF managers due to the institutional and entrepreneurial nature of RIAs. Burgeoning mutual fund and ETF managers share many of the same traits and see the RIA market as an opportunity to get their products off the ground.

Before developing an RIA strategy there are several questions that need to be answered and servicing requirements that must be addressed. Jonathan Dale, SEI's Distribution Director, works with a variety of money managers to help them develop and execute their distribution strategy across the key intermediary channels.

To help better equip you to target the RIA market with current or future products, the following presentation covers some of the most common areas for consideration:

  • Know Your Market: What are the characteristics of the RIA market?
  • Know Your Role: Can you offer RIAs what they need?
  • Know Your Segment: Which RIA segment will a fund focus on?
  • Know Your Distribution Strategy: What are the best practices for new managers?

Watch:What to Know When Approaching the RIA Market